In fact, even the Huichu Division, which threw the list to Tyrone International, did not take Tyrone International seriously, and in the eyes of Dou Jiang's group of regular soldiers, if it weren't for Wang Nuo, Tyrone International would not be able to enter their eyes at all.

The investment team, that is extremely undesirable to see the participation of the administrative department, everyone is playing brainstorming, is the collision of data and data, even Zhao Zhonghan, an investment director who is too conservative, will be discriminated against, let alone Su Huanzhang, a "president" who completely focuses on administrative work.

The front-line elites in the financial circle, like the front-line soldiers in wartime, are more or less unruly in their bones.

Only strength is the key to truly stepping into the circle, and only strength is the capital that everyone can not bird the administrative department or even the president, whether it is Wang Nuo or Green Corner, they all belong to the kind of people who want to change jobs, there are countless institutions willing to help them get rid of the existence of Tyrone International.

Therefore, when they heard Wang Nuo's words, Su Huanzhang and Zhao Zhonghan immediately glanced at each other with a wry smile, and at this moment, they only had one sentence in their hearts: It's finally here.

"None of the investment teams fighting in the international financial market are kind and docile. Su Huanzhang smiled bitterly on the surface, but he couldn't hide his excitement in his heart.

Wang Nuo's current attitude is right, and it is an extremely mainstream attitude.

“ell done。 Walking out of Su Huanzhang's office, Green also smiled and hugged Wang Nuo's shoulder, smacked his lips and said, "Wang, if you communicate these things with Su every time, you will be exhausted to death sooner or later." ”

"We do ours, they want to insert some terms in, and they just solve it themselves. Jonas also said with some displeasure: "Wang, if it weren't for you, I wouldn't have participated in this meeting at all." ”

The meaning of Green and Jonas is very simple, the list is obtained, and the investment department can give its own plan, regardless of what the requirements of his administrative department are.

Su HuanzhangWho do they want to please, just submit the terms directly, and the investment team will give feedback here, why bother to hold a meeting?

"Whew, I finally don't have to put up with the atmosphere of the administration. Back in the office area where the green corner was, Jonas and Green couldn't help but stretch as they walked into the office, laughing and teasing each other as they asked their subordinates to get some drinks.

"Come, king, I need to know what you think. After sitting down, Green didn't say half a nonsense, and asked directly: "Putting aside the matter in the trading field for the time being, Joe and I can communicate with you on the analysis of data information and the general direction of investment." ”

"Sentiment drives me to remain bullish on the dollar, I mean, if the PBOC really wants to intervene. Wang Nuo didn't bother to hide anything, but he was a little unaccustomed to using English sentence patterns.

Green and Jonas are also accustomed to communicating with Wang Nuo as much as possible to slow down and use more concise words, plus they have learned a little bit of Chinese and the existence of universal translation software, there is no obstacle to communication between the two sides.

And through the operation of the yen, Green Corner has already recognized Wang Nuo from the bottom of his heart that he has the qualifications to communicate on an equal footing, and even because of Wang Dashan's aura, Green and Jonas really want to establish a friendship with Wang Nuo.

The scene was kind.

"Are you on vacation all this time?" Hearing Wang Nuo's opening remarks without any dry goods, Green said a little strangely: "The influx of funds into the North American market in the second quarter exceeded 50 billion US dollars, and the net influx of funds in the first quarter was also 30 billion, and the price index did not consume this part of the funds......"

"Net capital growth, currency growth, indices such as the stock market have not consumed this factor, and if the Federacy wants the economy to keep growing, they will most likely tend to devalue the dollar in the third quarter, I mean, if the rate of influx remains the status quo. Jonas also blinked and said, "In fact, we have started to close some of our short positions in the Australian dollar. ”

"The eurozone also wants to devalue the currency, you know, except for two or three countries like Germany, their economies don't have too strong recovery expectations. Wang Nuo's practice and study for more than a year have also allowed him to have a cognitive outline of the overall economic model.

"This is a legacy of 20 countries cutting interest rates at the same time. Green and Jonaston burst out laughing.

A few years ago, the world financial tsunami, the G20 was born, almost after the central banks of the world's top 20 economies met and met, everyone decided to cut interest rates at the same time to stimulate the economy, and then the world economy recovered, trade frictions were reduced, and economic activities were enthusiastic.

However, the same dose of medicine has different effects on different economies, China, the United States and Japan are all beneficial, and Australia, the "raw material merchant", has made the currency rise in an uproar, and the euro is ...... Indicates MMP.

It's not that it hasn't grown, but that the best part of the cake hasn't been eaten, because the currency value is too high and the internal disunity is caused by dying all day long.

When the whole world recovers, there are good and bad things in the EU, the good ones are Germany, the German chariot is back on the high speed, and the bad ones are some little brothers who are almost broken, on the whole, that is, the well-developed countries do not want the euro to depreciate, and the poorly developed countries want the euro to depreciate.

Some time ago, countries that maintained the value of the currency had the advantage, and countries like Germany were very afraid that the depreciation of the euro would lead to capital outflows and hit the momentum of economic development, but most of the little brothers said that if they did not depreciate, their internal economic activities would freeze.

Therefore, on the whole, the subjective will of the euro is combined with the hope that a little bit will go down the depreciation channel, and then everyone encounters the yen as a hooligan who expresses negative interest rates, so everyone first tacitly cooperates, hangs the yen in mid-air, and temporarily eliminates the basis for small Japan to come out and make trouble.

On the whole, there is a high probability that the euro wants to take the depreciation channel, and it may be that the third and fourth quarters will take this road, and there is a small probability that the appreciator will take back the dominance;

The U.S. dollar may go up the appreciation channel for more than two or three quarters in a row, and it is expected that there will be changes in September, according to the current data, in September, the U.S. dollar should need to stabilize the value of the currency and then reverse the probe, if the situation allows, it may depreciate slightly.

Then the situation is clearer, Wang Nuo has been long the yen, there is no mistake, the yen on the medium line is very likely to appreciate, but because of its negative interest rate, the capital is worried that the appreciation is not enough to offset the interest rate loss and does not enter the market to overhold, so a fragile balance is established.

Analyzing the past from the perspective of RMB, Wang Nuo believes that Dayang Ma is now consuming a US dollar position, and the forward transaction of 4.8 billion also happens to reveal the meaning that the regular army urgently needs a US dollar position in two months, and they should start to defend against the medium-term risk of malicious depreciation of the euro and the US dollar.

Using hedging to offset the risk, although it loses a little bit of profit, but the central mother may have opened a lot of trumpets, which not only hides part of the position, but also retains the ability to defend and counterattack in the middle line, and the market will definitely be a mess at that time.

Of course, Wang Nuo is also very clear, this is just speculation, the market is changing rapidly, according to common sense, the euro depreciation, the exchange of reserves to take the euro position, the appreciation of the dollar, the exchange of savings has been consuming the dollar position, this is unreasonable, how many things are hidden in it, outsiders can not be completely clear.

If Wang Nuo has 3 trillion US dollars in his hands, he is a "speculator" who has no burden of national image, and he will decisively make the international market fluctuate violently...... Exterminated by the executive force.

Therefore, what Wang Nuo and Green Corner want to know is that if the general trend continues to develop normally, when and what kind of point will make the market generate more hedging, and how much room for their own income is there, after determining this, let the person in charge of the trading program, such as O'Renault, find a suitable plan to take as little risk as possible and obtain as much profit as possible.

"0.85!" When Wang Nuo recovered from his short thoughts, Jonas and Green also completed the initial exchange of opinions, and at the same time said, "Our suggested number is 0.85!"

"Are you crazy?" Wang Nuo was taken aback and said, "It's only 0.845 now...... Fack, 0.8471? Okay, I know what you mean, but I think the yen side needs money to maintain positions. ”

"As long as you get the position, you can let the company tear some money in. Green blinked and said, "King, this is your chance, you shouldn't have thought of this." ”

Wang Nuo immediately stopped pretending to be stupid, and a trace of intention flashed in his eyes.

Yes, with the help of the forward transaction list, temporarily let Tyrone International take more money to operate, which is something that Wang Nuo must have thought about.